Walkner Condon Financial Advisors’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.23M | Buy |
13,399
+1,429
| +12% | +$131K | 0.23% | 88 |
|
2025
Q1 | $1.1M | Buy |
11,970
+1,694
| +16% | +$155K | 0.22% | 91 |
|
2024
Q4 | $940K | Buy |
10,276
+1,771
| +21% | +$162K | 0.19% | 99 |
|
2024
Q3 | $781K | Buy |
8,505
+2,074
| +32% | +$190K | 0.16% | 112 |
|
2024
Q2 | $590K | Sell |
6,431
-5,669
| -47% | -$520K | 0.13% | 128 |
|
2024
Q1 | $1.11M | Buy |
12,100
+2,002
| +20% | +$184K | 0.24% | 91 |
|
2023
Q4 | $923K | Sell |
10,098
-1,645
| -14% | -$150K | 0.21% | 99 |
|
2023
Q3 | $1.08M | Sell |
11,743
-2,682
| -19% | -$246K | 0.29% | 79 |
|
2023
Q2 | $1.32M | Buy |
14,425
+2,983
| +26% | +$274K | 0.35% | 68 |
|
2023
Q1 | $1.05M | Buy |
11,442
+623
| +6% | +$57.2K | 0.29% | 77 |
|
2022
Q4 | $990K | Sell |
10,819
-2,007
| -16% | -$184K | 0.3% | 73 |
|
2022
Q3 | $1.18M | Buy |
12,826
+5,532
| +76% | +$507K | 0.38% | 65 |
|
2022
Q2 | $667K | Sell |
7,294
-8,142
| -53% | -$745K | 0.21% | 99 |
|
2022
Q1 | $1.41M | Buy |
+15,436
| New | +$1.41M | 0.4% | 58 |
|